Intern, Investor Center - Grand Rapids, MI

About the role

As a Branch Intern you will play a key role in the client experience at a Fidelity Investor Center. Working alongside expert financial professionals, you will provide exceptional customer service, assist with a broad range of investment products and services, and gain valuable exposure to personal investing and financial planning. The internship includes significant work assignments designed to strengthen your knowledge of the financial services industry while developing critical business, communication, and relationship‑building skills.

Responsibilities

• Provide exceptional customer service to individuals and families visiting the Investor Center.
• Assist clients with a variety of investment products and services.
• Collaborate with team members to address business challenges and identify opportunities for process improvements.
• Contribute fresh perspectives that enhance both client and business outcomes.
• Support branch initiatives and participate in business‑critical projects.
• Engage in professional development programs, networking events, and learning opportunities offered through Fidelity’s FIDTERN Program.

Requirements

• Undergraduate student in the junior year of college.
• Interest in investing and wealth management.
• Experience in customer service, retail, sales, or banking.
• Leadership experience and involvement in student organizations.
• Professional demeanor and collaborative problem‑solving skills.
• Basic understanding of current market, economy, and economic trends.
• Ability to promote customer loyalty while providing an outstanding customer experience.

Schedule

This is a 10‑week, full‑time summer internship running annually from June 7 2027 through August 13 2027. The position is based on‑site at the Investor Center location.

Benefits

• Hands‑on experience supporting business‑critical initiatives.
• Ongoing coaching and mentorship from managers and branch professionals.
• Access to professional development programs, networking events, and learning opportunities.
• Integration into a collaborative, customer‑focused team with exposure to Fidelity’s culture and career pathways.

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity is transitioning to a full‑time onsite working model; this role requires 100 % onsite presence at the Investor Center.